Towneley Capital Management, Inc.

RIASEC RegisteredEst. 2013

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$2.6M

Accounts

424

Employees

Advisory reps

Firm details

Headquarters: Laguna Hills, California
CRD number: 169863
Registered since: December 19, 2013
Website: www.towneley.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations49.15%
HNWI21.1%
Other17.4%
Individuals4.74%
Pension & Profit Sharing Plans2.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Towneley Capital Management, Inc. is an independent registered investment adviser formed in 2013 that serves both individuals/families and institutional clients. The firm charges a mix of percentage-of-AUM and fixed fees and offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Towneley identifies itself as an active ESG investor and does not operate as a capital allocator or a related adviser. Towneley’s client mix and advisory scope suggest a hybrid private-client and small-institution franchise: it manages household portfolios while providing institutional-style services such as pension consulting. Custody is concentrated at a major custodian (Charles Schwab), which aligns with a model centered on managed mutual fund/ETF exposures rather than proprietary product distribution.